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Wellington Shields & Co’s Liberty Energy LBRT Stock Holding History

Wellington Shields & Co’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,000
Closed -$91.8K – 334
2025
Q2 		$91.8K Buy
+8,000
New +$96.9K 0.03% 267

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Franklin Resources
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American Century Companies
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Shields & Co's LBRT Position: Q3 2025 in Review

Wellington Shields & Co sold out of Liberty Energy (LBRT) in Q3 2025, closing a stake of 8,000 shares — an estimated $91.8K sold.

Wellington Shields & Co first reported a position in LBRT in Q2 2025 and held it in 1 quarter. The position peaked at $91.8K in Q2 2025. 338 funds tracked by Wall St. Rank hold LBRT as of Q3 2025.

  • Wellington Shields & Co reported no remaining Liberty Energy position as of Q3 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 8,000 Liberty Energy shares in Q3 2025, an estimated $91.8K.
  • Wellington Shields & Co first reported a position in Liberty Energy in Q2 2025 and held it in 1 quarter.
  • Wellington Shields & Co's Liberty Energy position peaked at $91.8K in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2025.

Based on Wellington Shields & Co's 13F filing for Q3 2025, filed 5 Nov 2025.